If your business offers different tiers of pricing when selling materials, you can set up pricing levelsthat allow you to select various price points for inventory items when quoting or invoicing a job.
Examples of pricing levels may include:
Domestic, Commercial, Government
VIP, Gold, Silver, Bronze
Competitive Price, Standard Price
Set up price levels
To set up the types of price levels that your business unit offers:
Go to Site Admin > Settings > Inventory > Item Price Levels.
Click Add Price Level.
Enter the name of the price level.
Repeat steps 2 and 3 for each new price level.
Enter pricing on inventory items
To set price levels, enter a markup (%) or sell ($) value on your inventory items.
Choose how you want to enter your price levels using the Default Markup Type drop-down. This choice defines whichmarkup type columnwill be made available to enter values. You may want to enter percentage markups (%) for each price level or simply different dollar ($) values.
Setting a Default on an inventory item will override a Defaultset against the business unit. If you want to use the Default Markup Type set for the business unit, choose Not Set on the inventory item.
B. Enter markup values
For each Price Level row, enter a markup percentage or sell value.
You can also enter independent values for Markup % and Sell by un-ticking Lock pricing to Default Markup Type. This may be useful when you wish to charge one client the listed markup percentages (%), and another the listed sell ($) values.
C. Choose a default price level
You can choose a price level to be used initially when this item is added to a Quote, Task or Invoice.
For example, you may want to charge the 'Domestic' price level when this item is first added to a quote, task or invoice. A different price level, such as 'Commercial', can always be selected once the item is on the quote, task or invoice.
To set a Default Price Level, tick Default in the relevant price level row.
You can also set specific clients to use certain price levels. See the section below to learn more.
Setting a Default on an inventory item will override a Default set against the business unit. If you want to use the Default Price Level set for the business unit, don't tick a Default Price Level on the inventory item.
Selling inventory with price levels
When AroFlo determines how much to charge for a material item, it uses a Markup Typewith a Price Level.
Markup Types are shown in the columns.
Price Levelsare shown in the rows.
When the item is added to a quote, task or invoice, AroFlo picks a column and a row.